FE fundinfo acquires cashflow planning provider CashCalc

Better advice outcomes

Jenna Brown
clock • 3 min read

Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc for an undisclosed sum.

FE said cashlow planning was a "natural extension" of the fund selection process, where it already provides products such as FE Analytics. CashCalc, it added, would continue to be on offer as a stand-alone product after the purchase.  FE also said it would be "investing significantly" in the integration between the tools as well as platform and back-office integrations. The business said it hoped the acquisition of CashCalc, founded in Newport by IFA Ray Adams in 2014, would result in better advice outcomes for advisers and clients. In August 2019 CashCalc hit the £100bn assets under ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

7IM's Lync Wealth Management acquires two Belfast advice firms

7IM's Lync Wealth Management acquires two Belfast advice firms

Carleton Financial Planning and RJ Savage Asset Management

Isabel Baxter
clock 03 September 2026 • 2 min read
M&G's PruFund set for second platform launch

M&G's PruFund set for second platform launch

Expected third-party launch later this year

Isabel Baxter
clock 03 September 2026 • 2 min read
Brooks Macdonald reports £29m pre-tax profit after two-year transformation programme

Brooks Macdonald reports £29m pre-tax profit after two-year transformation programme

Wealth manager reports ‘strong progress’

Jenna Brown
clock 03 September 2026 • 2 min read